Financial Document Specialist – Closing & Compliance

Triad Financial Services, Inc.; Jacksonville (FL); On-site; USD 45,000 - 55,000; Full time

Job summary

Triad Financial Services, Inc. is looking for a motivated Document Specialist in Jacksonville, Florida. This role involves creating investor packages, auditing compliance of documents, and resolving discrepancies. The ideal candidate should have at least 1 year of experience in an administrative or legal role, possess excellent communication skills, and be proficient in the Microsoft Office suite.

This position may require lifting boxes and managing multiple tasks in a fast-paced environment, ensuring all documents comply with internal and external standards.

Qualifications

• Minimum of 1 year of experience in administrative role or legal documentation preparation.
• Strong attention to detail and excellent communication skills.
• Proficiency in Microsoft Office suite and familiarity with DocuSign preferred.

Responsibilities

• Create investor packages with appropriate documents.
• Audit documents to verify compliance with regulatory requirements.
• Research and resolve discrepancies at loan level.
• Document all loans shipped to purchaser including tracking number.

Skills

Attention to detail

Verbal communication

Written communication

Microsoft Office proficiency

DocuSign experience

Teamwork

Multitasking

Education

1+ years in administrative or related role

Job description

Triad Financial Services, Inc. is looking for a motivated Document Specialist in Jacksonville, Florida. This role involves creating investor packages, auditing compliance of documents, and resolving discrepancies. The ideal candidate should have at least 1 year of experience in an administrative or legal role, possess excellent communication skills, and be proficient in the Microsoft Office suite.

This position may require lifting boxes and managing multiple tasks in a fast-paced environment, ensuring all documents comply with internal and external standards.